Hello, how we can help?

Yes! Are you halfway to retirement and need a solid plan? About to change jobs or have a pending marriage or divorce? Saving for a child’s education? We will build you a customized financial plan that will help you reach your goals and map out your financial future until age 95, and beyond.

Beratung Financial has been recognized six years in a row as one of the “Top 10 Financial Advisors in New York, ” beating out thousands of other wealth management firms. This award was bestowed upon us in recognition of our comprehensive approach to financial planning and our robust investing strategies. We are here to advise you on any aspect of your life that is touched by money. We consider all the topics outlined in the chart, below, to ensure that you have a secure financial future.

Your financial plan is a living, breathing document. For most of our clients, we update their financial plan each year.

Yes! Our interactive, easy-to-use software solution will allow you to stay on top of your finances as never before. You will be able to see all your bills and money at a glance on your custom Beratung Financial client dashboard. You can effortlessly track your spending and check your account balances in real time.

We’re committed to keeping your data secure, and use multiple safety measures, like secure encryption. We are serious about security, and work to keep your information protected.

To learn more about your Beratung Financial Client Dashboard: Click Here